Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.45M 0.02%
103,908
-156,264
377
$8.45M 0.02%
273,522
+207,063
378
$8.31M 0.02%
30,772
+6,372
379
$8.27M 0.02%
39,915
-11,683
380
$8.21M 0.02%
+203,840
381
$8.2M 0.02%
174,368
-48,445
382
$8.15M 0.02%
63,100
383
$8.15M 0.02%
+463,900
384
$8.01M 0.02%
275,300
+55,788
385
$7.96M 0.02%
73,801
+6,144
386
$7.94M 0.02%
399,099
-5,068
387
$7.92M 0.02%
+104,800
388
$7.85M 0.02%
83,287
-46,835
389
$7.82M 0.02%
125,057
+20,001
390
$7.81M 0.02%
+341,400
391
$7.8M 0.02%
263,898
-13,302
392
$7.76M 0.02%
+1,945,000
393
$7.67M 0.02%
3,652,386
-154,614
394
$7.67M 0.02%
+367,700
395
$7.63M 0.02%
122,869
+23,543
396
$7.62M 0.02%
134,998
-500
397
$7.54M 0.02%
656,585
+445,407
398
$7.5M 0.02%
105,254
+8,518
399
$7.49M 0.02%
66,449
-8,429
400
$7.49M 0.02%
263,187
+84,537
14 15
16
17 18